Carlo Moretti

Partner, Tax

vCard

Carlo is a Tax Partner with BDO in Sydney. Engaging and charismatic, Carlo is considered one of Australia’s leading tax advisers.

As a tax specialist, Carlo has worked with many prestigious corporate and family groups. His technical niche is the design and implementation of tax risk management functions within corporate governance frameworks. He holds an impeccable record of success, acting for corporate clients and high net wealth family groups including management of tax audits and settlement negotiations with the Tax Office.

Carlo joined BDO on 1 December 2004 as a Partner and continues to be a leading tax advisor after more than 28 years.

Services

Taxation planning, risk management and negotiations & settlements with Tax Office
CGT & losses
Corporate restructures, IPOs & capital raising
Taxation of trusts, including AREITs and MITs
International tax & cross border financing
Corporate Secretarial, Non executive director

Sectors

Listed corporations
High net wealth individuals & private groups

Qualifications

Bachelor of Business
Master of Taxation (Syd Law)
Chartered Accountant
Registered Tax Agent and Chartered Tax Adviser

Affiliations

Member, Chartered Accountants Australia and New Zealand
Fellow, Taxation Institute of Australia
Former State Chairman (NSW), Taxation Institute of Australia
Trusted adviser to the Tax Office for Project DO IT: disclosure offshore income today
Former National Director, Taxation Institute of Australia
TIA Representative, National Tax Liaison Group Capital Gains Tax and Losses Subcommittees
Professional Advisory Group Member, Inspector General of Taxation and the Australian Taxation Office

Authored insights

Article: Project DO IT may be over, but it's not too late to come forward

Article: Declaring offshore bank accounts to the ATO – it’s not too late